See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,148 | $676,477-97.0% | $133,980-85.0% | - |
| Participation rate | 0.0% | 86.1%-86.1pp | 87.1%-87.1pp | - |
| Annual return | 3.51% | 1.79%+1.7pp | 29.30%-25.8pp | - |
| Employer contribution / active EE | $0 | $3,505-100.0% | $5,211-100.0% | - |
| Participant deferral / active EE | $0 | $5,893-100.0% | $6,282-100.0% | - |
| Admin fee / account holder | $0 | $42,217-100.0% | $9,324-100.0% | - |